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738 Why AI Model Makers Might Develop Like Cable and Cellular Companies

The Information
Martin Peers @ The Information · 08/20/2025 20:00 EDT

Why AI Model Makers Might Develop Like Cable and Cellular Companies

Could the artificial intelligence business develop like cable TV or cellular, where the real money is made by apps running on top of internet pipes, rather than by the telecom firms that spent billions building those pipes? That would be a big deal for AI. It implies that AI agent developers will end up more profitable than AI model makers, like OpenAI, which are spending billions on AI development costs. And yet this emerged as a possibility from a discussion on The Information’s TITV today involving Winst

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